Best Investors
Account
Sign in
Best Investors
Account
Sign in
1500 Colony Circle, Longview, TX 75604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-06 |
Branch Locations
1500 Colony Circle, Longview, TX 75604 • United States
840 East Summit Drive, Wimberley, TX 78676 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Houma | LA | 05/2021 | 07/2022 |
| Unemployed | Wimberley | TX | 01/2021 | 04/2021 |
| Lodestar International Llc | Kyle | TX | 01/2013 | 12/2020 |
| Hackett Financial Group Llc | Wimberley | TX | 10/2022 | Present |
| Unemployed | Wimberley | TX | 07/2022 | 10/2022 |
| Trio Advisors Longview Llc | Wimberly | TX | 06/2024 | Present |
| Trio Finance Longview, Llc | Wimberly | TX | 06/2024 | Present |
1) Neutron & Carbon Technologies; Member; R&D Technology Incubator; Wimberley, TX ; Investment Related; June 2016; 1 to 9 hours per month; 0 during trading hours 2) 8fold Ventures LLC, Owner/President; Private Placements: Investment Related; June 2016; 5 hours per month; 0 hours during trading hours; Wimberley, TX 3) Insurance sales; agent; Wimberly, TX; August 2021, 1 to 9 hours per month; 1 to 9 hours during trading hours 4) Trio Finance, investment related, Longview, TX, tax preparation and bookkeeping, Owner, 06/2024, 10 hours per month 5) END Holdings LLC, non-investment related, PO Box 1584 Wimberley, TX 78676, holding company, owner, 5/2019, less than 5 hours per month, 0 hours per month, holding company of a privately held LLC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-07 |
Reach out to this advisor